Forum Discussion

vjnvinod's avatar
vjnvinod
Impactful Individual
8 years ago

relationship setup

Hi,

 

how to easily setup the interaction between all of the visuals and charts. for instance i have 2 tables (Inbound and outbound) contains the same information.

 

I had to split this to 2 tables because of extracting the inbound revenue using Delivery region as filter and Outbound revenue using HQ region as filter.

Post that i  have to create a table which callls out the unique region from both the table and helps me interact with numbers.

 

now my major issues lies with when i filter for a particular region, my outbound values doesn't interact with pie charts, data matrix etc. look at the below relationship i have created, but it doesn't resolves the issue,

 

how do we make sure, that all my inbound datapoints are connnected to outbound?

 

 

 

 

 

 

22 Replies

  • Phil_Seamark's avatar
    Phil_Seamark
    Microsoft Employee

    isualsHi vjnvinod

     

    One thing to make sure you do is to use the HQRegion field from the Region table in your slicers and also on the axis of your visuals.  Go so far as to hide the HQRegion fields in both the Inbound and Outbound table.

     

    That way, when a filter is being applied using the 'Region[HQRegion] field, it gets applied to rows in both Inbound and Outbound.

    • vjnvinod's avatar
      vjnvinod
      Impactful Individual

      Phil_Seamark

       

      I have used the below DAX for creating a newtable as region

      Region =
      FILTER(
      DISTINCT(
      UNION(
      DISTINCT(Inbound[HQRegion]),
      DISTINCT(Inbound[DeliveryRegion])
      )
      ),
      NOT(ISBLANK(Inbound[HQRegion])))

       

       

      Go so far as to hide the HQRegion fields in both the Inbound and Outbound table? Not sure why i have to hide this?

      • Phil_Seamark's avatar
        Phil_Seamark
        Microsoft Employee

        Hi vjnvinod

         

        I only suggested you hide those fields so you don't accidentally use them in your slicer, or on an axis. 

         

         

  • Mond's avatar
    Mond
    Helper III

    Create distinct list of HQ Regions from Inbound and Region table.

    Join the new table with Inbound & Outbound.

    create filter condition on the distinct region that was fetched from unique list.

     

    Also make sure, you enable, cross filter direction on the join condition.

     

    • vjnvinod's avatar
      vjnvinod
      Impactful Individual

      Mond

       

      my table is inbound and Outbound, so i have

      Created distinct list of HQ Regions from Inbound and Outbound table.

      Joined the new table with Inbound & Outbound (as you see in my screenshot)

       

      create filter condition on the distinct region that was fetched from unique list? what you mean by this, can you help?

       

       

      • Mond's avatar
        Mond
        Helper III

        create filter condition on the distinct region that was fetched from unique list? what you mean by this, can you help?

        I meant to use this distinct region in your slicer (visual) for filter purposes.